Services

Bookkeeping Services

  • Chart of accounts tailored to your nonprofit industry.
  • Defined process that ensures every dollar you spend gets accounted for.
  • Timely financials so you can make informed decisions.
  • Cash or accrual financials. We have you covered.

Accounting Services

  • Assist your staff with understanding financial reports.
  • Forecasts of income, expenses, and cash flows for future insight.
  • Leverage data to understand future financial impact of current business decisions.
  • Audit-ready financials to show funders great financial stewardship.

Bill-Pay & Invoicing

  • Manage all your business payments from any device.
  • Pay and get paid 2x faster WITH increased security.
  • Auditable internal controls that keep you compliant.
  • Automate payments and sync to your system instantly.
  • Dedicated support when the unexpected happens.

Payroll Services

  • Full-service payroll across all 50 states.
  • Employee self onboarding and servicing in 3x the speed.
  • Direct deposit to get employees paid fast & securely.
  • Suite of HR tools and support to give you an HR Department, without the cost of HR Department.

Budgeting Services

  • Proven 7-step process to prepare your annual budget.
  • Understand the true cost of your programs to ask funders for exactly the amount you need.
  • Detailed budgets to help your funders understand their ROI.
  • Diversify your revenue sources and GROW your programs.

Software Selection & Implementation

  • Expertise to choose the best software for you.
  • Get up and running quickly and easily with our help.
  • Tech Stack chosen specifically for nonprofits.
  • Discounted Rates on Quickbooks software for life.

CFO Advisory Services

  • Incorporation services to help get your org up and running.
  • Internal controls to educate your staff, and protect yourself.
  • Financial policies to maintain best practices.
  • Dashboards of KPI’s to move from hindsight to insight.
  • Suite of financial and non-financial tools to increase efficiency and deliver better services.

Tax Services

  • Federal and State Form 990s for gov’t compliance.
  • Tips to showcase your impact to funders.
  • Penalty abatement services if you’ve found yourself in a tight spot for a good reason.
  • Tax consulting and Unrelated Business Income Tax advice.

100% Satisfaction Guarantee

We offer a no questions asked, 90 Day Moneyback Guarantee on all monthly services.

(Yep. Seriously. That’s how certain we are you’ll love what we have to offer to you .)

Schedule Free Consultation With Tyler Wilcox, CPA